Finance Assistant

4 days ago


StokeonTrent, United Kingdom Davies Group Full time

**Finance Assistant - Stoke**

Davies are looking to recruit a Finance Assistant to join our Claims Finance team in Stoke. In this role you will be responsible for managing client funded bank accounts of behalf of our claim’s management teams. You will be tasked with producing monthly claims management, reconciliations and statements whilst supporting the Claims Finance team.

**Duties and responsibilities**:

- Undertake bank reconciliations and client reconciliations using Excel as per client and company requirements.
- Monitor and control client accounts and client funds in line with client and company service standards, escalating any issues internally or to clients as required.
- Investigate and resolve reconciliation queries in a timely manner.
- Record all receipts and credits in a timely manner.
- Complete payment processes via online banking, cheque and internal systems
- Process cheques in and out plus bank cheques
- Process Davies fee payments
- Liaise with staff from across the Davies Group and external clients.
- Support the oversight and development of the Claims Finance team including any training and development needs.
- Adhere to Company systems and procedures.
- Actively promote the principle of Treating Customers Fairly

**Skills & Experience**
- Good reconciliation experience
- Strong Excel skills
- Ability to work to deadlines whilst prioritizing work load.
- Must be able to multi-task.
- Excellent telephone manner and Customer Service experience
- Excellent written and verbal communication.
- The ability to work in a team as well as individually.

**What We Offer**:

- Reward platform - discounts for over 800 retailers
- 25 days holiday (rising with service)
- Well-being Centre
- Recognition programme
- Paid fertility appointments.
- Fostering friendly employer
- Pension - matched contribution up to 5%
- Life Assurance (2 x basic salary)
- Development, training and professional qualifications

**Job Types**: Full-time, Permanent

**Salary**: £20,319.00-£21,000.00 per year

**Benefits**:

- Casual dress
- Company pension
- Employee stock ownership plan
- Free parking
- Gym membership
- Health & wellbeing programme
- Referral programme
- Store discount

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Stoke-on-Trent: reliably commute or plan to relocate before starting work (required)

Work Location: In person


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